401(k) · DOL Form 5500 · 2023
Southern California Permanente Medical Group 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 2,303
- Participants Above avg headcount
Official DOL plan name: Southern California Permanente Medical Group Tax Savings Retirement Plan · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
N/A in assets, 2,303 participants
Southern California Permanente Medical Group's Southern California Permanente Medical Group Tax Savings Retirement Plan reported N/A in total assets and 2,303 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in California
Southern California Permanente Medical Group Tax Savings Retirement Plan covers 2,303 participants in California, 3.7x the typical California plan (state average ~630 per filing). Assets: N/A.
- $66M
- reported net income
Southern California Permanente Medical Group Tax Savings Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California Permanente Medical Group Tax Savings Retirement Plan lands in the large band (2,303 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern California Permanente Medical Group Tax Savings Retirement Plan reported net income rose from -$69M in the plan year 2022 filing to $66M in the plan year 2023 filing.
- Southern California Permanente Medical Group Tax Savings Retirement Plan reported participants rose from 2,204 in the plan year 2022 filing to 2,303 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951750445 · Southern California Permanente Medical Group PY 2023 · 401(k)
Southern California Permanente Medical Group Tax Savings Retirement Plan · N/A · 2,303
- BOOK N/A
- VS-ST 2,303
- BOY PY 2023
- SCH 401(k)
- EBSA near Slavic Secure Pep
- PART 3.7× state
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
California filing particulars
| Total Assets (Beginning of Year) | $338M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $66M |
| Employer EIN | 951750445 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern California Permanente Medical Group)
Sponsor-wide plan assets over time
All Southern California Permanente Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $26.2B 38.68158466521406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 81,226 | $18.9B |
| 2023 | 5 | 83,002 | $20.9B |
| 2024 | 7 | 116,967 | $26.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Southern California Permanente Medical Group Tax Savings Retirement Plan's closest out-of-state 401(k) peers by headcount
Outside California, the nearest 401(k) by covered participants is Slavic Secure Pep in FL (2,303 participants; this filing: 2,303 participants).
Similar participant headcount
Nearest other-state filings by covered participants (2,303 participants); asset peers above are excluded.
- Slavic Secure Pep (FL) 2,303 · 0 off
- South University Retirement Plan (GA) 2,304 · 1 off
- Mongodb, Inc 401(k) Plan (NY) 2,302 · 1 off
- Dbm Global, Inc. 401(k) Plan (AZ) 2,301 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.